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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $13,542 |
SOUTHERN PENSION SERVICES4 years Service code 13 2707 W AZEELE ST., SUITE 200 · TAMPA, FL 33809 | Contract Administrator | $9,124 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,348 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,123 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,990 | $76,112-77.7% | $96,534-82.4% | $71,511-76.2% |
| Participation rate | 93.2% | 74.4%+18.8pp | 76.0%+17.3pp | 67.9%+25.3pp |
| Annual return | 16.49% | 22.81%-6.3pp | 25.88%-9.4pp | 28.86%-12.4pp |
| Employer contribution / active EE | $481 | $2,248-78.6% | $2,965-83.8% | $2,589-81.4% |
| Participant deferral / active EE | $1,835 | $4,217-56.5% | $4,851-62.2% | $4,291-57.2% |
| Admin fee / account holder | $168 | $2,708-93.8% | $8,253-98.0% | $1,588-89.4% |